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Samson Gris

Advisor at Empower Advisory Group

Updated today

Location

Madison, GA

Credentials

Series 63, Series 65

Industry experience

29 years

About

Samson Gris is a financial advisor with Empower Advisory Group based in Madison, GA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior experience includes roles at Truist Investment Services, SunTrust Bank, Edward Jones, Bank of America, Merrill, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed accounts.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

Madison, GA

Most active in

Georgia

Work history

Empower Financial Services, Inc

2024 - Present (2 years)

Empower Advisory Group

2024 - Present (2 years)

Truist Investment Services Inc.

2022 - 2024 (2 years)

Truist Advisory Services Inc.

2022 - 2024 (2 years)

Suntrust Bank

2019 - 2022 (3 years)

SunTrust Investment Services Inc

2019 - 2022 (3 years)

Edward Jones

2019 - 2019 (1 year)

Unemployed

2018 - 2019 (1 year)

Bank of America, N.A.

2016 - 2018 (2 years)

Merrill

2016 - 2018 (2 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Timothy P

ChFC®, Series 63, Series 66

Eatonton, GA

Blueprint Financial Strategies, LLC

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gordon L

CFP®, Series 63, Series 65

Greensboro, GA

Relativity Capital Advisors, LLC

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Dally E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Dally East is a financial advisor at Executive Money Managers, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Accenture, LPP from 2010 to 2016. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets with a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies
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Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Benjamin E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies
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